Latest Institutional Transactions on Cbiz, Inc. (CBZ)
This table provides information on the latest institutional transactions involving Cbiz, Inc. (CBZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-38.7K- 36.67% |
$1.94M - $2.43M
|
66.8K
$5.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
3.25KNew |
$163K - $204K
|
3.25K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$5.01K - $6.28K
|
100
$8.78K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
2.64K+ 62.53% |
$132K - $166K
|
6.87K
$603K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
77New |
$3.86K - $4.83K
|
77
$6.76K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-36- 43.9% |
$1.81K - $2.26K
|
46
$4.04K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
23.1KNew |
$1.16M - $1.45M
|
23.1K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.35K- 11.45% |
$67.7K - $84.7K
|
10.4K
$917K
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
SELL
|
- |
-10- 0.06% |
$501 - $628
|
18K
$1.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.81KNew |
$191K - $239K
|
3.81K
$334K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-600- 15.4% |
$30.1K - $37.7K
|
3.3K
$290K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 33.33% |
$100 - $126
|
8
$703
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
8.1KNew |
$417K - $459K
|
8.1K
$711K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
251+ 2.61% |
$12.9K - $14.2K
|
9.88K
$868K
|
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-249- 5.23% |
$12.8K - $14.1K
|
4.52K
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5New |
$257 - $284
|
5
$439
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.49KNew |
$180K - $198K
|
3.49K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.7K- 38.11% |
$448K - $493K
|
14.1K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-5.87K- 69.96% |
$302K - $333K
|
2.52K
$221K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
7.69KNew |
$396K - $436K
|
7.69K
$676K
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-17.7K- 79.09% |
$909K - $1M
|
4.67K
$410K
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
11.2K+ 100.0% |
$576K - $635K
|
22.4K
$1.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-2.07K- 34.74% |
$107K - $117K
|
3.89K
$341K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
144New |
$7.41K - $8.17K
|
144
$12.6K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2- 0.03% |
$103 - $113
|
7.08K
$621K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25New |
$1.29K - $1.42K
|
25
$2.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3New |
$154 - $170
|
3
$263
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-12.2K- 11.89% |
$593K - $668K
|
90.7K
$7.97M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
15+ 0.11% |
$726 - $819
|
13.4K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
293New |
$14.2K - $16K
|
293
$25.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-17.3K- 99.54% |
$839K - $946K
|
80
$7.03K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
68New |
$3.29K - $3.71K
|
68
$5.97K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
403+ 53.31% |
$19.5K - $22K
|
1.16K
$102K
|
|
|
Aug 11, 2023
Q2 2023
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-31.1K- 68.25% |
$1.5M - $1.7M
|
14.5K
$1.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
32+ 0.51% |
$1.55K - $1.75K
|
6.29K
$553K
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
SELL
|
- |
-2.22K- 7.59% |
$107K - $121K
|
27K
$2.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.21K+ 27.76% |
$156K - $175K
|
14.8K
$1.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
17.1KNew |
$828K - $934K
|
17.1K
$1.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
9.53KNew |
$461K - $520K
|
9.53K
$837K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$48.4 - $54.6
|
1
$87.8
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 25.0% |
$48.4 - $54.6
|
5
$439
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-23.8K- 76.38% |
$1.08M - $1.21M
|
7.35K
$646K
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.12KNew |
$51K - $57.1K
|
1.12K
$98.2K
|
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
2.9KNew |
$132K - $148K
|
2.9K
$255K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
216KNew |
$9.85M - $11M
|
216K
$19M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$45.6 - $51.1
|
1
$87.8
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
85New |
$3.88K - $4.34K
|
85
$7.47K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-31- 19.75% |
$1.36K - $1.57K
|
126
$11.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.67KNew |
$248K - $286K
|
5.67K
$498K
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-6.55K- 12.34% |
$287K - $331K
|
46.5K
$4.09M
|
|